Subject


Semiconductors


2025-06-16

[News] China’s A-Share Chip M&A Boom: 73+ Applications Reportedly in 18 Months, $55B Deal Value in 2024

As the U.S. clamps down on chip exports, China is fast-tracking the consolidation of its semiconductor industry. According to Economic Daily News and Chinese media like Sina, China’s A-share chip sector has announced at least 23 M&A deals since 2025. Notably, as the reports highlight, in 2...

2025-06-16

[News] U.S. Reportedly Mulls Tariff Pause Extension as China Talks Bypass Military Rare Earths

According to Reuters, during talks held in London last week, sources indicate that Beijing has yet to commit to approving exports of certain specialized rare-earth magnets used by U.S. military contractors in fighter jets and missile systems. Meanwhile, the U.S. continues to enforce export restricti...

2025-06-16

[News] Synopsys Reportedly Resumes Limited Sales in China, but Key EDA Tools Remain Suspended

According to a report from Reuters, citing sources, Synopsys has partially resumed services after suspending them earlier this month to comply with new U.S. export restrictions. However, sales of key EDA tools remain suspended, preventing the company from onboarding new customers, as the report note...

Huawei
2025-06-16

[News] Taiwan Adds Huawei and SMIC to Export Control List; Local Techs See Little Impact After Pullback

After Washington tightened AI chip export rules in May—saying using Huawei's Ascend chips without a license is a violation of U.S. export control rules—Taiwan is stepping up too. On June 15, the International Trade Administration updated its export control list, adding 601 entities—inclu...

2025-06-16

[News] Three Semiconductor Makers Accelerate the Development of HBM & Advanced Packaging Equipment

Hanmi Semiconductor Forms HBM4 Equipment R&D Team Recently, Hanmi Semiconductor officially announced the establishment of a dedicated team focused on the development of HBM4-related equipment. On May 14, the company launched the “TC Bonder 4,” specifically designed for HBM4 production....

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